VIA
HEES

Vident Investment Advisory’s H&E Equipment Services HEES Stock Holding History

Vident Investment Advisory’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-18,067
Closed -$302K – 573
2015
Q3 		$302K Buy
+18,067
New +$317K 0.04% 688

Other funds holding HEES

CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Vident Investment Advisory's HEES Position: Q4 2015 in Review

Vident Investment Advisory sold out of H&E Equipment Services (HEES) in Q4 2015, closing a stake of 18,067 shares — an estimated $302K sold.

Vident Investment Advisory first reported a position in HEES in Q3 2015 and held it in 1 quarter. The position peaked at $302K in Q3 2015. 123 funds tracked by Wall St. Rank hold HEES as of Q4 2015.

  • Vident Investment Advisory reported no remaining H&E Equipment Services position as of Q4 2015 after selling out during the quarter.
  • Vident Investment Advisory sold 18,067 H&E Equipment Services shares in Q4 2015, an estimated $302K.
  • Vident Investment Advisory first reported a position in H&E Equipment Services in Q3 2015 and held it in 1 quarter.
  • Vident Investment Advisory's H&E Equipment Services position peaked at $302K in Q3 2015.
  • 123 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2015.

Based on Vident Investment Advisory's 13F filing for Q4 2015, filed 17 Feb 2016.